To use Capture Mode with third-party documents
This scenario assumes you have a document but it has been replaced with another document from a third-party. You might want to store the document in Contracts for Salesforce only or reuse the new document later.
- If you want to store the new document, select True Up. If you want to reuse the document, create a new Document Type. To create a new Document Type, see the instruction on how to use Capture mode.
- You must create a new Document Type and Capture the terms you might want to reuse later.
- Click View Redlines and make your selections in the Pop-up window and Save.
